CPM Investing LLC - Research and Investment Publications
The model portfolios are created from the sleeves described HERE. The following publications are designed to be used by individual investors managing their own accounts.
Balanced Model Portfolios: $9000 per year
Performance figures (below) do not reflect fees embedded in the ETFs or fee for the Focused 15 Investing research publication. Performance figures are based on the indexes underlying each ETF or a reasonable alternative. In addition, we provide guidance for subscribers to adjust the aggressiveness of their accounts based on their tolerance for losses and investment horizons.
See this blog post for a performance comparison for the Diamond, Sapphire, and Zircon publications (LINK)
Diamond model portfolios are easy to implement and have high returns and low variability of returns
Sapphire model portfolios are intended for experienced ETF investors and have higher returns and/or higher return-to-variability ratios than Diamond portfolios
Zircon model portfolios are easy to implement and do not use leveraged stock ETFs
Source: CPM Investing LLC. Data using prices in USD, except as noted, sourced from Bloomberg, LLC. Backtested / hypothetical results do not indicate actual or future returns.
Current decision rules and parameters are used to simulate historical performance and portfolio statistics.
If and when the rules and parameters are revised, those revisions may affect previously reported simulated historical performance and portfolio characteristics.
Focused 15 Investing and Market Resilience Index are registered trademarks of CPM Investing, LLC
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Copyright © 2014-2022 CPM Investing LLC - All Rights Reserved.
Focused 15 Investing and Market Resilience Index are registered trademarks of CPM Investing LLC